Businesses in Transition

For most business owners, the majority of the funds they will live on during retirement will come not from deferred savings plans (i.e. IRA's or 401k's), but from the proceeds from the sale of their business.

Designing the right Exit Strategy is critical, therefore, to ensuring you will have enough money to live on during retirement, and to pass on to your children and beneficiaries.

Click Here to Read More

Employee Stock Ownership Plans (ESOPs)

One of the most attractive ways for a Business Owner to sell his business is through a qualified plan such as an Employee Stock Ownership Plan (ESOP).

An ESOP is a way for an owner to sell his founders stock to his employees, and allows them to use pre-tax dollars to purchase their interest in the company. Combined with tax savings when the owner takes advantage of certain Internal Revenue Code provisions, and selling your business to an ESOP may be the most tax-advantaged sale you could make.

Click Here to Read More

The information contained on this website is not intended as a source of legal advice. You should not act upon or rely on information at this or any other website without the advice of competent counsel, especially if you reside outside the State of California, where we are not licensed to practice law and don't give advice. Nothing provided by this website is intended to create an attorney-client relationship. Sending e-mail to this firm or to an attorney at this firm will not create an attorney-client relationship. This website is intended for educational and informational purposes only. Please read the full Disclaimer page to this site by clicking here.